Step 1
Preliminary Criteria
We feel there is no better way to enhance
our knowledge base than through regular
meetings with industry leading portfolio
managers, hedge fund managers, and private
equity professionals. This means that our
meetings with managers go beyond the 'how'
and focus on the 'why' the sector exposures
and 'why' these particular stocks. Whether
through cross-referencing opinions, valuable
product discovery or critical portfolio
insights, the opportunity to learn is immense
and we leverage it.